Purchases and Sales Made in Q2 2025 in Vanguard Financial ETF (VFH)
This table provides information about the institutional ownership of Vanguard Financial ETF (VFH) during Q2 2025. The information is specifically focused on institutions that hold shares of VANGUARD FINANCIAL ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
498+ 4.17% |
$52.2K - $63.4K
|
12.5K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
491+ 1.13% |
$51.5K - $62.5K
|
44K
$5.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
490+ 253.89% |
$51.4K - $62.4K
|
683
$88.7K
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
487+ 3.94% |
$51.1K - $62K
|
12.8K
$1.67M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
472+ 7.47% |
$49.5K - $60.1K
|
6.79K
$883K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
452+ 0.94% |
$47.4K - $57.5K
|
48.5K
$6.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
450+ 6.21% |
$47.2K - $57.3K
|
7.7K
$1M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
427+ 49.82% |
$44.8K - $54.4K
|
1.28K
$167K
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
424+ 2.64% |
$44.5K - $54K
|
16.5K
$2.14M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
417+ 17.75% |
$43.7K - $53.1K
|
2.77K
$359K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
405+ 3.67% |
$42.5K - $51.6K
|
11.4K
$1.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
379+ 6.54% |
$39.7K - $48.2K
|
6.17K
$802K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
373New |
$39.1K - $47.5K
|
373
$48.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
356+ 10.94% |
$37.3K - $45.3K
|
3.61K
$469K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
346+ 2.19% |
$36.3K - $44K
|
16.1K
$2.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
339New |
$35.6K - $43.2K
|
339
$44K
|
|
|
Aug 14, 2025
Q2 2025
|
Chai Trust CO LLC
Chicago, IL |
BUY
|
- |
324+ 0.42% |
$34K - $41.2K
|
77.2K
$10M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
309+ 1.76% |
$32.4K - $39.3K
|
17.8K
$2.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
298+ 121.14% |
$31.3K - $37.9K
|
544
$70.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
296New |
$31K - $37.7K
|
296
$38.5K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
291New |
$30.5K - $37K
|
291
$37.8K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
287+ 39.05% |
$30.1K - $36.5K
|
1.02K
$133K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
279+ 1.05% |
$29.3K - $35.5K
|
26.9K
$3.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
273+ 0.45% |
$28.6K - $34.8K
|
61.2K
$7.95M
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
270+ 0.46% |
$28.3K - $34.4K
|
59.3K
$7.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
260+ 3.29% |
$27.3K - $33.1K
|
8.16K
$1.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
259+ 1.18% |
$27.2K - $33K
|
22.2K
$2.88M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
245+ 11.3% |
$25.7K - $31.2K
|
2.41K
$314K
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
235+ 6.49% |
$24.6K - $29.9K
|
3.86K
$501K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
231+ 2.38% |
$24.2K - $29.4K
|
9.92K
$1.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
226+ 1.8% |
$23.7K - $28.8K
|
12.8K
$1.66M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
226+ 3.88% |
$23.7K - $28.8K
|
6.05K
$786K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
223+ 1.19% |
$23.4K - $28.4K
|
18.9K
$2.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
214+ 0.45% |
$22.4K - $27.2K
|
48K
$6.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
208+ 3.71% |
$21.8K - $26.5K
|
5.81K
$755K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
203+ 2.37% |
$21.3K - $25.8K
|
8.79K
$1.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
200+ 3.07% |
$21K - $25.5K
|
6.73K
$874K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
182+ 3.81% |
$19.1K - $23.2K
|
4.96K
$644K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
170+ 5.52% |
$17.8K - $21.6K
|
3.25K
$423K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
160+ 5.08% |
$16.8K - $20.4K
|
3.31K
$430K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
159New |
$16.7K - $20.2K
|
159
$20.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
159+ 16.84% |
$16.7K - $20.2K
|
1.1K
$143K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
143+ 1.65% |
$15K - $18.2K
|
8.79K
$1.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
136New |
$14.3K - $17.3K
|
136
$17.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
134+ 15.19% |
$14.1K - $17.1K
|
1.02K
$132K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
130New |
$13.6K - $16.5K
|
130
$16.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
129+ 0.12% |
$13.5K - $16.4K
|
104K
$13.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
120New |
$12.6K - $15.3K
|
120
$15.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
113+ 3.3% |
$11.9K - $14.4K
|
3.54K
$460K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
108New |
$11.3K - $13.7K
|
108
$14K
|